Welcome Penguin Wealth Planners

04 Nov 2019 0 Comments 0 Trackbacks TX Admin

Welcome Trusted Xperts Partner Penguin Wealth Planners


Trusted Xperts are delighted to welcome onboard a new Independent Financial Adviser Partner Penguin Wealth Management Limited, representing Cardiff and South Glamorgan.

We met with Managing Director Craig Palfrey several months ago and explained the power of the Trusted Xperts Partnership opportunity, and he was keen to sign up to become a Trusted Xperts Partner with the exclusivity for Cardiff.

We very much look forward to working with Craig and the team at Penguin Wealth Planners and wish them every success for the future.

View Penguin Wealth Planners profile page.

#Penguin #PenguinWealthPlanners #IFA #FinancialPlanning #FinancialAdvisers #FinancialServices #Pensions #Investments #Cardiff #Caerdydd #SouthGlamorgan #Glamorgan #CardiffCentral #SouthWales #Wales

Trackback Link
http://www.trustedxperts.com/BlogRetrieve.aspx?BlogID=14934&PostID=813355&A=Trackback
Trackbacks
Post has no trackbacks.
View Services ...

why choose Trusted Xperts?

Through one powerful and secure web portal, Trusted Xperts makes it easy for you to connect with selected Trusted Xperts Partner Financial Advisers, Accountants and Law Firms in your local area.

Trusted Xperts Partners across the UK meet our high standards and have passed our diligence checks, and in our professional opinion, represent some of the very best British firms, that can offer you high levels of customer service excellence and professional advice, matched by great products and services, at prices that are fair and transparent. That's our promise.

contact us

Please complete the secure general enquiry form below to get in touch. If you prefer please use our SECURE Contact page where you can opt in to our marketing newsletter. The internet is not a secure medium and the privacy of your data cannot be guaranteed. We do however take every care to ensure your data is protected by 256 bit TSL encryption. Our website and platform are GDPR compliant. Please view our Privacy Policy to learn how we handle your Personal Data.

If your enquiry is a general enquiry - you will be contacted by a member of the Trusted Xperts team. If you submit a Trusted Xperts Partner profile contact form - you will be contacted by them.




 

  Call Us Now

0333 444 5 800

 Address Location

4 Factory Road, Newport, NP20 5FA, Wales.
View Map

Connect with us